Creative Planning
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Creative Planning’s Metropolitan Bank Holding Corp MCB Stock Holding History

Creative Planning’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Buy
25,925
+6,610
+34% +$599K ﹤0.01% 1892
2026
Q1 		$1.61M Buy
19,315
+5,016
+35% +$431K ﹤0.01% 2079
2025
Q4 		$1.09M Sell
14,299
-3,323
-19% -$246K ﹤0.01% 2209
2025
Q3 		$1.32M Buy
17,622
+2,892
+20% +$217K ﹤0.01% 1869
2025
Q2 		$1.03M Buy
14,730
+8,271
+128% +$512K ﹤0.01% 1825
2025
Q1 		$362K Buy
6,459
+5
+0.1% +$297 ﹤0.01% 2583
2024
Q4 		$377K Buy
6,454
+1,214
+23% +$72.9K ﹤0.01% 2486
2024
Q3 		$276K Buy
+5,240
New +$259K ﹤0.01% 2580

Other funds holding MCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Planning's MCB Position: Q2 2026 in Review

Creative Planning increased its Metropolitan Bank Holding Corp (MCB) stake by 34% in Q2 2026, buying an estimated $599K and bringing the position to 25,925 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Creative Planning first reported a position in MCB in Q3 2024 and has held it in 8 quarters since. 202 funds tracked by Wall St. Rank hold MCB as of Q2 2026.

  • Creative Planning held 25,925 shares of Metropolitan Bank Holding Corp worth $2.56M as of Q2 2026.
  • Creative Planning bought 6,610 Metropolitan Bank Holding Corp shares in Q2 2026, an estimated $599K.
  • Metropolitan Bank Holding Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1892 holding.
  • Creative Planning first reported a position in Metropolitan Bank Holding Corp in Q3 2024 and has held it in 8 quarters since.
  • 202 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.